Rkl Wealth Management Llc
- Regulatory AUM
- $2.5B
- Discretionary
- $2.2B
- Clients
- 1,050
- Avg AUM / client
- $2.4M
- Accounts
- 2,675
- Employees
- 38
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 486 | $191M | 7.63% |
| High net worth individuals | 462 | $1.9B | 76.2% |
| Pension and profit sharing plans | 68 | $319M | 12.7% |
| Charitable organizations | 13 | $26.6M | 1.06% |
| State or municipal government entities | Fewer than 5 clients | $13.6M | 0.54% |
| Corporations and other businesses | 21 | $46.3M | 1.84% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Buchanan Ingersoll & Rooney Pc Retirement Savings Plan Buchanan Ingersoll & Rooney Pc | 2024 |
People (27)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Edward William Monborne | Chief Executive Officer Of Rkl Llp | Feb 2000 (26y) | GP / trustee / elected manager of Rkl Llp (indirect) | |
| Laurie Michele Peer | President | CFP | Jan 2016 (11y) | Less than 5% |
| Englert, Julie, A | Chief Compliance Officer | Mar 2024 (2y) | Less than 5% | |
| Michael Ray Hinerdeer | Registered representative | Apr 2009 (17y) | ||
| Thomas David Reardon | Registered representative | CFP | Jan 2016 (11y) | |
| Brandon K Adams | Registered representative | CFA | Dec 2016 (10y) | |
| Deborah Jean Lander | Registered representative | CFP | Apr 2018 (8y) | |
| David Michael Morais | Registered representative | CFP | Dec 2018 (8y) | |
| Robert Watson Simons | Registered representative | May 2020 (6y) | ||
| William Michael Onorato | Registered representative | Aug 2020 (6y) | ||
| Harold Joseph Beshaw | Registered representative | CFP Chartered Financial Consultant | Jan 2022 (5y) | |
| Ronald Irvin Stiles | Registered representative | Aug 2023 (3y) | ||
| Samuel Ahmed Ben Ali | Registered representative | CFP | Sep 2023 (3y) | |
| Shelby Jury | Registered representative | Aug 2024 (2y) | ||
| Reed Jason Bruner | Registered representative | Nov 2024 (2y) | ||
| Kyle James Brady | Registered representative | Jul 2025 (1y) | ||
| Joshua R. Wenger | Registered representative | Jul 2025 (1y) | ||
| Matthew D Hornberger | Registered representative | Sep 2025 (1y) | ||
| Adam James Hollinger | Registered representative | CFP | Jan 2026 (1y) | |
| Emily Detz | Registered representative | CFA | Mar 2026 (0y) | |
| Gabriel Elwood Stetler | Registered representative | Mar 2026 (0y) | ||
| Michael Snyder | Registered representative | Apr 2026 (0y) | ||
| Scott David Ehrig | Registered representative | CFP | Apr 2026 (0y) | |
| Matthew Gordner | Registered representative | May 2026 (0y) | ||
| Michael Steven Miller | Registered representative | CFP | May 2026 (0y) | |
| Daniel Jonathan Preziosi | Registered representative | Jun 2026 (0y) | ||
| Abigail R Smith | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Rkl Llp | Member | Jan 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Buchanan Ingersoll & Rooney Pc Retirement Savings Plan | Buchanan Ingersoll & Rooney Pc | 793 | $484M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $2.3B (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗